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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,771 | $106,7490% | $145,433-26.6% | $82,448+29.5% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 13.52% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $598 | $3,444-82.6% | $4,554-86.9% | $2,551-76.6% |
| Participant deferral / active EE | $4,223 | $6,519-35.2% | $7,897-46.5% | $4,139+2.0% |
| Admin fee / account holder | $4,327 | $8,390-48.4% | $13,129-67.0% | $7,234-40.2% |